Working with Analytics and Dashboards | Zoho CRM on Android

Working with Analytics in Zoho CRM Android app

Dashboards in CRM are an effective way to view summaries of your sales data. The dashboards created in the Zoho CRM web application can be accessed and shared from the mobile app.

To view a dashboard

  1. Tap the   icon in your Zoho CRM app.
  2. Tap Analytics.
  3. Tap on one of the dashboards in the list to view it.
 

 To change between views for a dashboard component

  1. Go to the dashboard and tap on one component.
  2. Tap Change View.
  3. Tap a view option (Pie, Bar, Funnel, etc). 

To share dashboard charts

  1. Go to the dashboard and tap on one component.
  2. Tap Share Chart.
  3. Choose the method you want to use to share the dashboard chart.